Independent Financial Group’s First Trust WCM International Equity ETF WCMI Stock Holding History

Independent Financial Group’s Portfolio WCMI Stock Details WCMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.14M	Buy	109,408 +38,471	+54%	+$721K	0.04%	433
2026 Q1	$1.19M	Buy	70,937 +24,350	+52%	+$430K	0.03%	566
2025 Q4	$792K	Buy	46,587 +10,445	+29%	+$174K	0.02%	707
2025 Q3	$610K	Buy	36,142 +12,371	+52%	+$197K	0.01%	761
2025 Q2	$378K	Buy	+23,771	New	+$355K	0.01%	909

Other funds holding WCMI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Financial Group's WCMI Position: Q2 2026 in Review

Independent Financial Group increased its First Trust WCM International Equity ETF (WCMI) stake by 54% in Q2 2026, buying an estimated $721K and bringing the position to 109,408 shares worth $2.14M. The position accounts for 0.04% of the portfolio, ranked #433.

Independent Financial Group first reported a position in WCMI in Q2 2025 and has held it in 5 quarters since. 192 funds tracked by Wall St. Rank hold WCMI as of Q2 2026.

Independent Financial Group held 109,408 shares of First Trust WCM International Equity ETF worth $2.14M as of Q2 2026.
Independent Financial Group bought 38,471 First Trust WCM International Equity ETF shares in Q2 2026, an estimated $721K.
First Trust WCM International Equity ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #433 holding.
Independent Financial Group first reported a position in First Trust WCM International Equity ETF in Q2 2025 and has held it in 5 quarters since.
192 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.